Lucky 7 Onboarding — Bednight Stories

What are your marketing goals?

Please rank them in order of importance

What are your biggest marketing challenges?

Which marketing initiatives are or have been successful for you in the past?

What marketing tools are you currently using?

What do you like and dislike about your current strategy?

Can you provide us with login access to your marketing tools?

We use the tools to manage our client accounts. Are you open to using these tools?

Later.com GoSo.io Klickly Google Tags Manager Facebook Business Manager

What social media platforms are you currently using?

Please provide login details.

What products or services do you offer?

Please provide as much detail and supporting documentation as possible.

Who is your target audience?

Please provide as much detail as possible.

Who are your top three competitors?

Feel free to include more if applicable

Which members of your team will we be working with?

Please provide names, roles, and contact information.

Who will be your primary contact?

What is your preferred method of communication?

Slack, Asana, email, phone calls, video calls, etc.?

Do you have brand guidelines that you can share with us?

What does your sales journey look like?

Onboarding Questionnaire